Access tools for creating and supporting Customer Service Representative (CSR). Cases not available in offline.

Policies

Access feature for designing policies to evaluate and handle business activities or potentially risky activities

Groups

Access feature to create groups for simplifying workload.

Sessions

Access feature to view the forensic record of a session

Patterns

Access feature to create patterns used for profiling behavior

Entities

Access feature to create data structure, which comprises of a set of attributes, that can be re-used across different transactions.

Transactions

Access feature to create transaction definitions so that client-specific transactions and parameters can be captured for monitoring

KBA

Access framework to manage tasks that impact challenge questions, validations and levels of logic algorithms used for answers, question categories, and levels of logic algorithms used for registration.

Scheduler

Access feature to manage jobs.

Environment

Access feature to manage Oracle Adaptive Access Manager environment.

Configurable Actions

Access feature to create custom actions

3.4.2 Navigation Tree Menu and Toolbar

A menu and toolbar appears above the Navigation tree, as shown Figure 3-3. Menus provide commands that you can use to take action on the selected item in the Navigation tree. Many menu commands are also provided as command buttons in the toolbar for quick access.

Figure 3-4 Menu and Toolbar

Create New

Create New opens the corresponding create page of the selected node. Create New is available only for certain nodes where applicable. See Table 3-2, "Create New of Selected Nodes" for a list of pages that can be opened by clicking Create New.

Table 3-2 Create New of Selected Nodes

Node

Subnode

Create Page or Dialog

Dashboard

N/A

Sessions

Not available

Cases

Create Case

Policy Sets

Not available

Policies

New Policy

Rules

Not available

Conditions

Not available

Groups

Create Group

Patterns

New Pattern

Entities

New Entity

Transactions

New Transaction

Configurable Actions

Action Templates

New Action Template

Action Instances

New Action Instance

KBA

Not available

Questions

New Questions

Validations

Not Available

Categories

New Category

Registration Logic

Not available

Answer Logic

Not available

Scheduler

Not available

Jobs

Jobs search

Job Queue

Job Queue

Environment

Not available

Snapshots

Not available

Properties

New Property

Open

Open opens the corresponding page for the node you have selected.

Import

Import opens the Import dialog for the node you have selected.

View Menu

Figure 3-5, "View Menu" illustrates the View menu and commands. Menu items that cannot be used on the selection in the Navigation tree appear in grey.

Immediately reveals all the nodes and subnodes along with their leaf nodes in the Navigation tree.

Collapse All

Immediately closes all the nodes and subnodes along with their leaf nodes in the Navigation tree.

Scroll to First

Scrolls to the first node

Scroll to Last

Scrolls to the last node

Actions Menu

Figure 3-6 illustrates the Actions menu, which provides appropriate commands for the selection in the Navigation tree. For instance, if you have Policies selected in the Navigation tree, one of the commands, New Policy..., on the Actions menu enables you to open the New Policy page for creating a new policy.

Figure 3-6 Action Menu

Table 3-4 Actions Commands

Command

Description

Open

Opens the search or details page for the selected item in the Navigation tree.

List

Opens the item, search, or details page.

New

Activates a new page that you can fill in to define a new item.

Import

Displays the Import dialog, which enables you to locate and import the item.

3.5 Policy Tree

The Policy tree gives a visual representation of the policy hierarchy and the relationship between different policies, user groups, and the checkpoints.

Double-clicking an item in the Policy tree opens a dynamic tab for that item. This enables administrators to view and edit the configurations in context.

You can expand the Policy tree to view the details about the user groups and policies under each checkpoint.

For example the Forgot Password policy is under the Forgot Policy Checkpoint and All Users is assigned to the policy.

Figure 3-7 Policy Tree

Policy is the last level in the Policy tree. You cannot drill down further except to see nested policies.

Table 3-5 provides a legend for the icons which appear on the Policy tree.

Table 3-5 Policy Tree Legend

Icon

Definition

Description

Checkpoint

The checkpoint is a decision and enforcement point when policies are call to run their rules.

Policy

The policies available in the system.

Disabled policies are grayed out.

Policies linked to multiple user groups are bolded and highlighted.

To open the Policy Details page of a policy, double-click the Policy node. The Policy Details page can also be opened by clicking Open Selected from the context menu.

To view nested policies, expand the policy node.

All Users

Policy is linked to All Users.

User Groups

Policy is linked to Users

No user group

No users are associated with the policy.

Trigger combination

Trigger combinations exist in the policy.

More...

Summary information is available about the policy.

From the Policy tree, you can click the More icon for summary information on the policy.

3.6 Management Pages

The individual features and groups of items are organized on the Navigation tree. To open a component, double-click its node in the Navigation tree. The details of that node or a search page opens in a new tab on the right side of the console. A named tab identifies each open page, like the tabs on manila folders.

Only the active page is visible, with as many named tabs of other open pages that can fit on one line. You can click a named tab to return to the corresponding page.

3.6.1 Search Pages

The search page is the starting place for managing the environment, adaptive strong authentication, and adaptive risk management features, and groups of like items.

You can open a search page by:

Double-clicking a node in the Navigation tree

Right-clicking a node in the Navigation tree and selecting the List command from the context menu that appears

Selecting the node in the Navigation tree and then choosing the List command from the Actions menu

When a search page first appears, you see a search filter and a Search Results table. The Search Results table is initially empty. You must click the Search button to see a list of items.

To search for items:

Select the criteria to search from the pull-down lists. The lists of available criteria varies according to the feature.

Enter strings to match in the text boxes.

Select or specify filters to narrow the search scope.

Click the Search button to trigger the search and to display the results in the Search Results table.

The search returns all items that match the specified criteria; leave the fields empty to obtain the list of all items of the type.

3.6.1.1 Elements in the Search Form

This section describes the elements in the search forms.

Search

You can search for items using the attribute search criteria fields.

Reset

The Reset button enables you to reset the search criteria.

Saved Searches

You can create saved searches that persist for the duration of your session. You would enter the search criteria, then click the Save button to open the Personalize Saved Search dialog. The Personalize Saved Search dialog is used to specify how you want to save the search criteria you entered. You can name the search, for example, myspecialsearch, so that it displays in the Saved Search list.

3.6.1.2Search Results Table

The Search Results table shows at most the first 200 matches found by the search.

You can sort the results by using the Sort Ascending and Sort Descending buttons next to the column name.

If the description of an item is too long to be fully shown, positioning the cursor over the visible text displays the entire description.

Once an item is selected in the Search Results table, an action can be performed on it by clicking one of the icons on the toolbar or by selecting a command from the Actions menu.

If you want to see more details, click the available link for the item.

3.6.2 Detail Pages

3.7 Dashboard

The dashboard presents a real-time view of activity via aggregates and trending.

The dashboard is divided into three sections:

The performance panel (Section 1) presents real-time data. It shows the performance of the traffic that is entering the system. A trending graph is shown of the different types of data based on performance.

The summary panel (Section 2) presents aggregate data based on time range and different data types.

The dashboard panel (Section 3) presents historical data. The detailed dashboards are used for trending data over time ranges.

3.8 Online Help

To access online help documentation, on the upper right corner of any window, click Help to bring up the help window. A help topic for the relevant top-level search or details page is displayed. These help topics contain links to information in an online version of the Oracle Fusion Middleware Administrator's Guide for Adaptive Access Manager.

Topics that are displayed by selecting Help appear in only English and Japanese languages. Online Help is not translated into the nine Admin languages.

Refer to the following illustration for an example of an online help window.

3.9 Search, Create, and Import

Oracle Adaptive Access Manager provides more than one way to search, create, and import.

Search

Depending on the selection, you can open a Search page by:

Double-clicking the node in the Navigation tree.

Right-clicking the node in the Navigation tree and selecting List <item> from the context menu.

Selecting the node in the Navigation tree and then choosing List <item> from the Actions menu.

Clicking the List <item> button in the Navigation tree toolbar.

Create

Depending on the selection, you can open a Create page by:

Clicking the New <item> button in the upper right of the console.

Right-clicking the node in the Navigation tree and selecting New <item> from the context menu.

Selecting the node in the Navigation tree and then choosing New <item> from the Actions menu.

Clicking the Create new <items> button in the Navigation tree toolbar.

Selecting the Create New <item> button from the Search Results toolbar.

Selecting New <item> from the Actions menu in Search Results.

Import

Depending on the selection, you can open a Import page by:

Clicking the Import <item> button in the upper right of the console.

Right-clicking the node in the Navigation tree and selecting Import <item> from the context menu.

Selecting the node in the Navigation tree and then choosing Import <item> from the Actions menu.

Clicking the Import <items> button in the Navigation tree toolbar.

3.10 Export to Excel

You can generate a report of the results from the Search pages for policies, questions, validations, snapshots, properties, entities, transactions, conditions, groups, patterns, and so on.

To export results to an Excel report:

Ensure the oaam.export.max.rows.allowed property is configured so that you are able to export all the rows needed. This property limits the maximum row selection.

In a search page, select rows the rows of interest from the search results.

Click the Export To Excel button.

When the export confirmation dialog is shown, you can view the selected list. The export table with the selected rows shows the ID number and display name columns, so that you can easily identity and verify the selected rows before the export.

Click Export to export the rows to Excel.

3.11Access Level to OAAM Admin

OAAM Admin provides functions for security investigators and customer service representatives (CSRs), business and security analysts, security administrators, system administrators, and quality assurance. The functions and navigation that are available depend on the roles.

Refer to Table 3-8 for conceptual roles. These example roles are for reference only and do not refer to official OAAM out-of-the-box roles.

Customer support representatives can search, open and create CSR type cases. They do not have any access to the Navigation tree.

Security investigators have wide access to OAAM Admin.

Security administrators

Security administrators plan, configure and deploy policies based on the requirements from analysts.

Security administrators configure such items as policy set, patterns, rules, groups, and so on. They do not have access to environment properties, system snapshots, or the OAAM dashboard, and view-only access to cases.

They can access the Navigation tree.

Business and security analysts

Analysts gather intelligence from various sources to identify business and security needs and develop requirements to address them. Their sources for intelligence include investigators, industry reports, antifraud networks, compliance mandates, and company policies.

Analysts work with security investigators and CSRs to identify the policies that require adjustment and new policies that must be created.

Business analysts do not have access to environment properties and system snapshots. They have read-only access the Navigation tree and cases.

System administrator

A system administrator configures environment-level properties and transactions.

System administrators have limited access to OAAM Admin to manage the server environment and Scheduler: Jobs/Scheduler: Job Queue. The server environment includes logging, properties, and enumerations.